David Westgate-Medicare and Financial Services - New Bedford, Massachusetts

Introduction to David Westgate-Medicare and Financial Services

David Westgate-Medicare and Financial Services, located at 866 Kempton St, New Bedford, MA 02740, is a reputable health insurance agency that provides expert financial consultation and life insurance services. The company, under the leadership of David Westgate, specializes in navigating the complex landscape of Medicare and social security financial matters, offering tailored solutions to address the unique needs of each individual.

Specialties and Services Offered

• Health insurance agency
• Financial consultant
• Life insurance agency
• Social security financial department

Key Features and Amenities

At David Westgate-Medicare and Financial Services, clients can expect a range of services catered to their individual needs. The company offers online appointments, ensuring convenience and flexibility for its clients. Furthermore, the office boasts onsite services, wheelchair accessible parking, and a free parking lot for added accessibility. Clients can also enjoy free street parking options nearby.

Client Reviews and Testimonials

The company has garnered a strong reputation among its clients, with a 5/5 average rating based on the 15 reviews found on Google My Business. One satisfied client had this to say: "I met David yesterday for the first time, and I came away with the perfect Medicare plan for 2025 David effortlessly navigated through several plans, narrowing my choices to the best three, which I could then compare side by side. He provided thorough explanations for each plan, leaving me feeling like an expert. David's friendly and professional demeanor, coupled with his evident passion for his work, made the entire experience enjoyable and stress-free. I highly recommend David if you want to eliminate the anxiety and time demands associated with the complex Medicare process."

This glowing testimony exemplifies the exceptional service and personalized attention clients can expect at David Westgate-Medicare and Financial Services. With a solid foundation of expertise and a commitment to client satisfaction, the company is well-equipped to guide individuals through the complexities of Medicare and financial planning.

Contact Information

For further inquiries or to schedule an appointment, please contact David Westgate-Medicare and Financial Services at the following:

• Phone: 748556600
• Website: retirementroadmap.net

👍 Reviews of David Westgate-Medicare and Financial Services

Philip R.

5/5

I met David yesterday for the first time and I came away with the perfect Medicare plan for 2025! David easily maneuvered between several plans and narrowed my choices to the best 3 which I was able to compare side by side. He explained each one so thoroughly that I came away feeling like a total expert. His demeanor is very friendly and professional and I felt that he really enjoys his job. I highly recommend David if you want to eliminate the anxiety and time demands of this very complicated Medicare process.

Kelly S.

5/5

David is very knowledgeable and thorough with his clients in regards to Medicare guidelines. He helped my parents tremendously, by breaking down each insurance, in order for them to find the right one that works for them. I would highly recommend his services to everyone who needs some guidance with insurance.

Tresa

5/5

David is always on top of benefits that could help people out. He has been a wealth of knowledge in helping out my mom and my father in law to get the best insurance plans available for their needs. I highly recommend him!

Doug M.

5/5

David Westgate was referred to me via a colleague at work, and he was terrific in helping me get my Medicare Advantage plan selected and the enrollment closed. I gave him the names of my doctors and prescription medications, and he came back with a great plan. All done via email and a simple video call. Highly recommended.

Susan G.

5/5

David has been very helpful to me. He is thorough and does a great job of explaining the details surrounding Medicare. He strives to find the best fit and plan for his client. I highly recommend him.

Raymond B.

5/5

David was very knowledgeable and willing to help. He has a well thought out slide presentation to enhance your understanding of the many different choices that Medicare and the Advantage plans offer.
I learned that many of the choices were dependent upon you being enrolled in Medicare B.
Get ahead of the curve.
I encourage you to make an appointment with Dave to avoid potentially costly mistakes going forward.
Ray

Diana A.

5/5

David has been a very big help with my Medicare sign up and helping me by talking me through some of the things I was having a problem with... I will be recommending him to all my friends...

Nils H.

5/5

Getting good healthcare coverage and transitioning into the Medicare process was very much made simpler through David’s assistance. I know I can connect him and he will offer an answer to my questions that helps me move forward. Thanks David.